See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,249 | $100,754+17.4% | $86,677+36.4% | $134,475-12.1% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.19% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,857 | $3,489-18.1% | $2,836+0.7% | $4,740-39.7% |
| Participant deferral / active EE | $2,522 | $5,338-52.8% | $4,656-45.8% | $6,400-60.6% |
| Admin fee / account holder | $4,538 | $10,926-58.5% | $7,493-39.4% | $11,426-60.3% |